pk
Level 15
Level 15

Retirement tax questions

something is not right here -- NJ is not a community state --- so why/ how should/would TurboTax decide to include spousal SSN on to a 1099-R.  Please go to forms mode and look at your 1099-R entries  ( this would mean looking at the federal portion first and then going to the state return and look to see what has been brought forward.
To go to forms mode --- top of current screen  --see "view", click and from the drop down list  select forms.  New screen opens up with two panes -- left shows all the forms and worksheets  and the right is the one you are currently looking at. Select the  federal 1099-R worksheet. etc. etc.  Try not to make any changes on the forms -- always on the worksheets ( but very carefully).  When all done, -->  "view", select "step-by-step.